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Category Archives: Uncategorized
FOCUS LIST: New Focus List Stock Added
We have added a new stock position to the Focus List. Click the Focus List link to see the new stock position and the entire current Focus List. The Cassandra Stock Selection Model Focus List spreadsheet and notes can be … Continue reading
Posted in Focus List, Investment Recommendations, Investments, Notes From The Field, Uncategorized
Tagged 401K, bank accounts, building wealth, finance, financial planning, financial responsibility, financial stress, invest, investments, IRA, money, money help, retirement, save money, savings, stock, stock market, wealth
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Dr. Wendee Judges at the UC Riverside Grad Slam 2017 Event
Dr. Wendee was a judge at the UC Riverside Graduate Division GradSuccess Grad Slam 2017 event which was held at UC Riverside, April 17, 2017. Grad Slam is an important professional development opportunity for UCR graduate students. It provides the graduate … Continue reading
Posted in Entrepreneurship, Notes From The Field, Uncategorized, VDI/REEP
Tagged 401K, bank accounts, building wealth, finance, financial planning, financial responsibility, financial stress, invest, investments, IRA, money, money help, retirement, save money, savings, stock, stock market, wealth
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Dr. Wendee Attends TNDDA Investment Banking Conference in Houston, Texas
Dr. Wendee attended The National Due Diligence Alliance (TNDDA) investment banking conference, which was held March 10 – 12, 2017 in Houston, Texas. This is a conference held several times throughout the year for investment bankers and registered investment advisers … Continue reading
Posted in Economic Outlook, Entrepreneurship, Investment Recommendations, Investments, Notes From The Field, Special Situations, Uncategorized, VDI/REEP
Tagged 401K, bank accounts, building wealth, finance, financial planning, financial responsibility, financial stress, invest, investments, IRA, money, money help, retirement, save money, savings, stock, stock market, wealth
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NOTES FROM THE FIELD: Center for Global Business Research to Launch New Research Lab “FIVE”- Headed by Dr. Paul Wendee
The Center for Global Research, a part of the School of Advanced Studies at the University of Phoenix, will be launching the FIVE research lab early next month. The FIVE research lab – that is (Applied) Finance, (Enterprise) Value Creation, … Continue reading
Posted in Economic Outlook, Entrepreneurship, Investment Recommendations, Investments, Notes From The Field, Special Situations, Uncategorized, VDI/REEP
Tagged 401K, bank accounts, building wealth, finance, financial planning, financial responsibility, financial stress, invest, investments, IRA, money, money help, retirement, save money, savings, stock, stock market, wealth
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INVESTMENTS: 2017 Financial Planning Goals
Now that we have begun the New Year, it is time to start thinking about some financial planning steps we can take to increase our wealth. I wrote a short workbook on this subject entitled, Four Easy and Powerful Steps … Continue reading
Posted in Investment Recommendations, Investments, Notes From The Field, Uncategorized
Tagged 401K, bank accounts, building wealth, finance, financial planning, financial responsibility, financial stress, invest, investments, IRA, money, money help, retirement, save money, savings, stock, stock market, wealth
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Economics: New Economics Dashboard Added to Book #6
A new section, Dr. Wendee’s Economics Dashboard, has been added to Book #6 – Simple and Effective Economic Forecasting. The economics dashboard contains several key variables of macroeconomics and is presented so that one can gain a quick understanding of … Continue reading
Posted in Economic & Business Chart Room, Economic Outlook, Investment Recommendations, Investments, Notes From The Field, Uncategorized
Tagged 401K, bank accounts, building wealth, finance, financial planning, financial responsibility, financial stress, invest, investments, IRA, money, money help, retirement, save money, savings, stock, stock market, wealth
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Dr. Wendee Mentors at the Small Business and Entrepreneurship Startup Weekend in Orange County
Dr. Wendee mentored at the Small Business and Entrepreneurship Startup Weekend event which was held at UC Irvine, November 18 – 20, 2016. UCI Applied Innovation “The Cove” & The Vine OC partnered for the second Startup Weekend OC event … Continue reading
Posted in Entrepreneurship, Uncategorized, VDI/REEP
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Dr. Wendee Attends TNDDA Investment Banking Conference in Atlanta, Georgia
Dr. Wendee attended The National Due Diligence Alliance (TNDDA) investment banking conference, which was held November 11 – 13, 2016 in Atlanta, Georgia. This is a conference held several times throughout the year for investment bankers and registered investment advisers … Continue reading
NOTES FROM THE FIELD: Small Business and Entrepreneurship Startup Weekend Announcement
All subscribers are invited to attend with Dr. Paul Wendee the Startup Weekend event November 18 -20, 2016. If you have a small business or entrepreneurial venture, or have ever wanted to explore starting one, this is the event for … Continue reading
NOTES FROM THE FIELD: Billionaire Portfolio Release Planned
Work is being done on creating a Billionaire’s Portfolio to be included in the Intrinsic Value Wealth Report. The Billionaire’s Portfolio will consist of portfolio holdings of some of the largest hedge funds in the world. The Billionaire’s Portfolio is expected to … Continue reading
Posted in Investments, Notes From The Field, Uncategorized
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